Reports and Insights

Overview

Use Reports and Insights to check sales totals, trends, and operational signal health over the date range you choose.

Use the same range in both Reports and Sales when you are reconciling.

When to use it

• Reviewing daily and weekly performance.
• Confirming sales reporting is complete before closing.
• Comparing report totals against Sales detail for discrepancy checks.

How to use it

1. Open Reports.
2. Set a date range (preset or custom).
3. Run the report and read total sales and operational indicators.
4. Open Sales with the same date range.
5. Compare key totals (sales amount, number of transactions, key categories).
6. Resolve mismatches by checking filters, location, and report timing.
7. Record the reconciliation status for your team.

Options and settings

• Date controls: preset and custom ranges.
• Sales trend and totals view.
• Operational indicators used for staffing and ordering context.

Tips for operators

• Always align date and location filters before concluding a discrepancy.
• If totals seem wrong, widen the window and rerun both views.
• Capture a screenshot pair (Reports + Sales) when you confirm a closeout.